Moser Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Sell |
1,000
-1,269
| -56% | -$78.7K | 0.03% | 102 |
|
|
2025
Q1 | $132K | Buy |
2,269
+994
| +78% | +$58K | 0.07% | 87 |
|
|
2024
Q4 | $79.4K | Hold |
1,275
| – | – | 0.04% | 87 |
|
|
2024
Q3 | $79.5K | Hold |
1,275
| – | – | 0.04% | 89 |
|
|
2024
Q2 | $74.6K | Hold |
1,275
| – | – | 0.04% | 89 |
|
|
2024
Q1 | $77.4K | Hold |
1,275
| – | – | 0.04% | 92 |
|
|
2023
Q4 | $70.7K | Hold |
1,275
| – | – | 0.05% | 87 |
|
|
2023
Q3 | $63.6K | Hold |
1,275
| – | – | 0.04% | 81 |
|
|
2023
Q2 | $66.7K | Buy |
+1,275
| New | +$66.7K | 0.04% | 81 |
|
|
2022
Q4 | $61.7K | Hold |
1,275
| – | – | 0.05% | 82 |
|
|
2022
Q3 | $56K | Hold |
1,275
| – | – | 0.04% | 83 |
|
|
2022
Q2 | $58K | Hold |
1,275
| – | – | 0.04% | 86 |
|
|
2022
Q1 | $68K | Hold |
1,275
| – | – | 0.04% | 87 |
|
|
2021
Q4 | $72K | Hold |
1,275
| – | – | 0.04% | 84 |
|
|
2021
Q3 | $67K | Hold |
1,275
| – | – | 0.04% | 90 |
|
|
2021
Q2 | $69K | Hold |
1,275
| – | – | 0.04% | 88 |
|
|
2021
Q1 | $66K | Hold |
1,275
| – | – | 0.05% | 87 |
|
|
2020
Q4 | $59K | Hold |
1,275
| – | – | 0.04% | 84 |
|
|
2020
Q3 | $47K | Hold |
1,275
| – | – | 0.04% | 83 |
|
|
2020
Q2 | $45K | Hold |
1,275
| – | – | 0.04% | 81 |
|
|
2020
Q1 | $37K | Hold |
1,275
| – | – | 0.04% | 76 |
|
|
2019
Q4 | $52K | Buy |
+1,275
| New | +$52K | 0.05% | 84 |
|